SEC filings showed Nvidia has exited its position in the British chip designer, which it once tried to buy for $40 billion.

As more AI companies consider Google’s chips, the company wants to use deals with external partners to expand the potential market.

Nvidia shares dipped ahead of next week’s earnings release. Oppenheimer expects $2–3 billion sales upside led by GB300. OpenAI funding and hyperscaler capex seen supporting demand.

I’m a traditional software engineer. Join me for the first in a series of articles chronicling my hands-on journey into AI development using Dell's Pro Max mini-workstation with Nvidia’s Grace Blackwell GB10 AI chip.

Nvidia's stock is expected to skyrocket over the next few months.

Evidence: China’s regulator determined NVDA breached antitrust regulations in the Mellanox acquisition (Sept 2025), New regulations reportedly require Chinese purchasers to buy domestic chips for each H200 imported (Jan 2026), Reopened access to China's market is accompanied by a new 25% revenue-sharing tariff (Jan 2026)

Meta just announced a deal to buy "millions" of NVIDIA Blackwell and Rubin GPUs in a new long-term partnership.

Philippe Laffont, a hedge fund manager with an excellent track record, sold Nvidia and bought Netflix in the fourth quarter.